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Evercore Trust Company’s Whirlpool WHR Stock Holding History

Evercore Trust Company’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,355,246
Closed -$250M – 43
2017
Q3 		$250M Buy
1,355,246
+53,819
+4% +$9.62M 0.72% 17
2017
Q2 		$249M Sell
1,301,427
-78,160
-6% -$14.3M 0.76% 17
2017
Q1 		$236M Sell
1,379,587
-5,400
-0.4% -$959K 0.73% 17
2016
Q4 		$252M Sell
1,384,987
-19,260
-1% -$3.19M 0.81% 18
2016
Q3 		$228M Sell
1,404,247
-63,407
-4% -$11.2M 0.74% 17
2016
Q2 		$245M Buy
1,467,654
+5,110
+0.3% +$902K 0.78% 16
2016
Q1 		$264M Sell
1,462,544
-13,622
-0.9% -$2.03M 0.86% 16
2015
Q4 		$217M Buy
1,476,166
+43,713
+3% +$6.78M 0.8% 15
2015
Q3 		$211M Buy
1,432,453
+1,425
+0.1% +$241K 0.81% 15
2015
Q2 		$248M Buy
1,431,028
+7,100
+0.5% +$1.33M 0.89% 14
2015
Q1 		$288M Sell
1,423,928
-42,833
-3% -$8.7M 1.01% 12
2014
Q4 		$284M Sell
1,466,761
-101,664
-6% -$17.5M 1.01% 12
2014
Q3 		$228M Sell
1,568,425
-62,176
-4% -$9.19M 0.84% 12
2014
Q2 		$227M Sell
1,630,601
-51,073
-3% -$7.5M 0.81% 13
2014
Q1 		$251M Buy
1,681,674
+95,325
+6% +$13.8M 0.9% 12
2013
Q4 		$249M Sell
1,586,349
-107,962
-6% -$15.8M 0.89% 11
2013
Q3 		$248M Buy
1,694,311
+4,307
+0.3% +$570K 0.93% 10
2013
Q2 		$193M Buy
+1,690,004
New +$205M 0.75% 13

Other funds holding WHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Evercore Trust Company's WHR Position: Q4 2017 in Review

Evercore Trust Company sold out of Whirlpool (WHR) in Q4 2017, closing a stake of 1,355,246 shares — an estimated $250M sold.

Evercore Trust Company first reported a position in WHR in Q2 2013 and held it in 18 quarters. The position peaked at $288M in Q1 2015. 639 funds tracked by Wall St. Rank hold WHR as of Q4 2017.

  • Evercore Trust Company reported no remaining Whirlpool position as of Q4 2017 after selling out during the quarter.
  • Evercore Trust Company sold 1,355,246 Whirlpool shares in Q4 2017, an estimated $250M.
  • Evercore Trust Company first reported a position in Whirlpool in Q2 2013 and held it in 18 quarters.
  • Evercore Trust Company's Whirlpool position peaked at $288M in Q1 2015.
  • 639 funds tracked by Wall St. Rank held Whirlpool as of Q4 2017.

Based on Evercore Trust Company's 13F filing for Q4 2017.